Creating online forms requests

Overview

Three places from which to send a forms request:

• appointment
• patient drop-down
• Online forms > Create request

Creating a request in connection to an appointment

Appointments created by Blueprint OMS users

• Create an appointment as you normally would.
• If the appointment type has associated forms, you will be prompted to send forms upon saving the appointment.
  • If the appointment is for none patient, you'll need a recipient first name, last name, email address.
• If the appointment type has no associated forms, you can still send forms in connection to it, but none will be pre-selected in the menu.
• If an appointment on the calendar has forms sent in connection to it, there will be a "view forms" menu option, and the names of the forms will appear in the third column in the panel.

Appointments created by the online booking system

This use case will be invoked when a patient verifies their online booking and email address, AND:

• The appointment type has one or more associated forms which:
  
  • Isn't already included in an Incomplete forms Envelope for the patient
  • Isn't a Permanent form that has already been completed by the patient (i.e. a privacy consent form)

Creating a request from the Patient drop-down menu

• With a patient selected, go to Patient > Send online forms. 

Creating a request from the online forms panel

• Online forms > Create request
• Not associated with a patient but may be attached to a patient after receiving it back